JB
Jimmy D. Burton
BUSINESS FINANCIAL STRATEGIES, LTD.
BOULDER, CO
Some features on this profile are disabled
CRD#: 4435616
JB
Professional summary
Jimmy Dean Burton, CFP® is a registered financial advisor currently at BUSINESS FINANCIAL STRATEGIES, LTD. located in Boulder, Colorado.
Jimmy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Jimmy has worked at 1 firm .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. GBS PARTNERS,INC.; THE COMPANY IS NOT INVESTMENT-RELATED; 513 S. PIERCE, LOUISVILLE, CO; THE COMPANY IS A SMALL FOOD MANUFACTURING COMPANY; I AM AN OFFICER, DIRECTOR AND SHAREHOLDER IN THE COMPANY; I HAVE BEEN INVOLVED WITH THE COMPANY SINCE 1989; I DEVOTE APPROXIMATELY 14 HOURS PER WEEK TO THE OPERATION AND 12 HOURS DURING SECURITY TRADING HOURS; I SERVE AS THE CEO OF THE BUSINESS AND SERVE AS A DIRECTOR.
CRS (Client Relationship Summary) - RIA
Click below to view Jimmy Dean Burton's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
Experience
Current
January 1, 1999 - Present
BUSINESS FINANCIAL STRATEGIES, LTD.
RIA
CRD#: 113144
BOULDER, CO
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Colorado(1/1/1999)
Exams
Current Firm
BF
BUSINESS FINANCIAL STRATEGIES, LTD.
AFGO, INC. | BUSINESS FINANCIAL STRATEGIES, LTD.
CRD#: 113144 / SEC#:
Colorado
Registered Investment Advisory firm - (1/1/1999 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
Boulder, CO
Mailing Address
Phone number
(303) 442-4780
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 23 |
| AUM (Assets Under Management) | $ 27,660,000 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
